Simon's Business Transformation Journey
How Simon went from administrative overwhelm to automated efficiency
Hours Saved Weekly
On email management
%
Faster Onboarding
With automation
%
Google Workspace
Integration & Optimization
Before:
7 / 10 Confidence in Managing Workload
Spending too much time on admin. Not enough focus on targeted client communication.
“It will be freeing to automate tasks that I wish weren’t in my job description so I can do more of the things that make my work feel like anything but a job.” ~ Simon
Simon’s key challenges faced
Administrative overload taking away from strategic work
Need for better client management systems
Desire to understand AI automation, not just implement tools
The Transformation Process
google workspace mastery
- Drive Organization
- Search Operators
- Email Management Systems
- CRM Creation in Google Sheets
- Google Docs, Forms, Tasks, Sheets & Calendar Automation
content creation automation
- Brand Positioning & Messaging
- ICP Development Exercises
- Content Pillar Strategy
- Custom Prompt & Hook Libraries
- Content OS Dashboard & Batch Content Creation
client management automation
- Booking Automation
- Automated Reminders
- Needs Assessment & Client Intake Forms
- CRM Auto-Updates
- Automated Follow-Ups & Booking Confirmations
bonuses
- Customized client portal
- Regular resource updates and additions
- Custom-designed Canva templates
- Productivity tool database
- Lifetime access
- Comprehensive video library
learn more
After:
Key Transformations
Strategic Systems Implementation
Unlocked the full potential of Google Workspace ecosystem.
Discovered and implemented powerful automations within existing tools
“Getting the cobwebs off my Google Workspace and seeing how useful and valuable the ecosystem can be.” ~ Simon
Email Management Transformation
Implemented comprehensive email management system .
5 hours saved weekly through automated filters and templates
“I feel the greatest benefits will come from automations e.g. email communications, lead gen, onboarding, proposals.” ~ Simon
Business Process Optimization
Developed automated workflows for core business functions.
Streamlined lead generation, and client onboarding
“It will be freeing to automate tasks that I wish weren’t in my job description so I can do more of the things that make my work feel like anything but a job.” ~ Simon
your success blueprint
Looking Forward
With foundational systems in place, Simon is positioned to leverage advanced automation capabilities:
Next Steps
Advanced automation implementation
Impact Vision
Simon H
Customised AI Training
It’s a fantastic program, Nancy. You’ve really helped me overcome one of my biggest struggles throughout my career – keeping things organized in my scattered creative mind and hectic schedule.
Ready for your transformation?
1 exclusive slot are available for March – Start your journey to automated efficiency
